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SEPTEMBER 23-26, 2024

ORLANDO, FL

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Join us in Orlando for the industry’s premiere event

Join us at IPAVision 2024, the premier industry event of the year, where influential leaders and stakeholders gather for product education, real-time analysis of industry trends, and the latest updates on regulatory and legislative issues. Immerse yourself in insightful discussions led by industry thought-leaders on the current state of the market and economy. Stay informed about cutting-edge product innovations, investment strategies and technologies that are revolutionizing the industry, while taking advantage of maximum networking opportunities.

500

Expected Attendees

160

Broker-Dealers/RIAs

What to Expect

Networking and Knowledge

Connect with Asset Managers, Broker-Dealers, RIAs, Industry Partners, FinTech, Law Firms, Transfer Agents, Consultants and so many more as the alternative investments industry heads to Orlando, Florida.

This is the single largest annual gathering of our industry as we explore the trending topics of the day and the business insights you can discover.

AGENDA AT A GLANCE

12:00 pm

Registration Opens

2:00 pm – 4:00 pm

Navigating the Future: National Accounts Roundtable

Join us for an exclusive roundtable designed for national accounts professionals in the alternative investments industry. This interactive forum will explore emerging trends and discuss innovative strategies for partnership and growth within the industry. Participants will have the opportunity to network with peers and share insights in a collaborative environment. This peer-led discussion aims to enhance your strategic approach in managing key relationships and driving investment product success through effective distribution channels. This engaging session will cover a host of topics, including relationship management, business development, education and training, market intelligence, fund performance, compliance and marketing trends, and many others.  You won’t want to miss it!

_Emily Calcagno | Moderator
_Executive Vice President, Head of National Accounts
_BlueRock Capital Markets

_Angela Barbera | Moderator
_Director, National Accounts,
_NexPoint Securities

_Michelle Moore | Moderator
_Managing Director for the IBD Channel,
_Axxes Capital

_Sean Mullen
_Executive Director & Head of Strategic Partnerships
_Hightower Advisers

2:00 pm – 4:00 pm

Rising Leaders Alumni Meeting (Invitation Only)

2:00 pm – 5:00 pm

Board of Directors Meeting (Invitation Only)

6:00 pm – 7:00 pm

Board of Directors Reception (Invitation Only)

7:00 pm – 9:00 pm

Board of Directors Dinner (Invitation Only)

7:30 am

Registration Opens

7:30 am – 8:30 am

Networking Breakfast

8:30 am – 12:00 pm

Due Diligence Symposium  (Attendees: Broker-Dealers, RIAs and Presenting Sponsors only)

12:00 pm – 1:00 pm

Due Diligence Symposium Lunch (Attendees: Broker-Dealers, RIAs and Presenting Sponsors only)

1:00 pm – 3:00 pm

Innovators and Integrators Expo

IPA’s Innovators and Integrators Expo offers attendees the opportunity to engage with a diverse range of firms, from cutting-edge technology companies to strategic service providers. Experience interactive showcases and demonstrations, demo groundbreaking products, and explore innovative solutions and strategies. Whether you’re interested in advancing your technological capabilities, exploring new frameworks, or adopting novel business strategies, this expo features a wealth of offerings from the industry’s top innovators and integrators. At the heart of this expo is a dynamic exchange of ideas, fostering strategic discussions and collaboration among peers, partners, and potential new clients. Join us to connect, explore, and be inspired by a holistic view of the future of industry technology and solutions.

1:30 pm – 2:30 pm

IPA Committee Meetings

Compliance and Due Diligence

Diversity and Sustainability

Policy, Regulatory, and Legal Affairs

Technology, Innovation, and Operations

3:00 pm – 3:30 pm

Opening Ceremony and Welcome Remarks

IPA_CEO_Anya Coverman_Anya Coverman
  President & CEO,
_Institute for Portfolio Alternatives

3:30 pm – 5:00 pm

General Sessions

3:30 pm – 4:00 pm

Session 1: Unveiling Insights: The AltsLeaders Survey Results With Mark Goldberg

Back by popular demand, join us as we reveal the findings from the second AltsLeaders Survey, conducted by industry veteran, Mark Goldberg, in conjunction with and support from the IPA. This independent survey is dedicated to uncovering the principal trends, challenges, and opportunities faced by distribution partners employing alternative investments. Discover broker-dealer and RIA perspectives on product structures, asset classes, and overall investment objectives. Explore the latest results and track the evolving trends from this extensive survey. As the alternatives industry undergoes remarkable changes, staying informed on these patterns and customer preferences is crucial. This session will offer actionable ideas and solutions to help strategically shape and advance your organization’s future

_Mark Goldberg
_Independent Board Director and Advisor
_

4:00 pm – 5:00 pm

Session 2: Alts Talk: Real-Time Insights from Distribution Partners

Back by popular demand, join us as we reveal the findings from the second AltsLeaders Survey, conducted by industry veteran, Mark Goldberg, in conjunction with and support from the IPA. This independent survey is dedicated to uncovering the principal trends, challenges, and opportunities faced by distribution partners employing alternative investments. Discover broker-dealer and RIA perspectives on product structures, asset classes, and overall investment objectives. Explore the latest results and track the evolving trends from this extensive survey. As the alternatives industry undergoes remarkable changes, staying informed on these patterns and customer preferences is crucial. This session will offer actionable ideas and solutions to help strategically shape and advance your organization’s future

_Mark Goldberg | Moderator
_Independent Board Director and Advisor
_

_Allison Nest
_Head of Alternative Investments, Managing Director,
_Morgan Stanley
_

_Erik Niland
_SVP, Product Due Diligence
_Osaic
_

_Mark Sutterlin
_Head of Alternative Investments,
_Bank of America
_

_Patrick McGowan
_Managing Director, Head of Alternative Investments
_Sanctuary Wealth
_

5:00 pm – 5:30 pm

Awards Presentations

5:30 pm – 7:00 pm

Networking Reception

7:00 pm

IPA Vision 2024 Dine Arounds

7:30 am

Registration Opens

7:30 am – 8:30 am

Networking Breakfast & Exhibits

8:30 am – 8:45 am

Welcome

IPA_CEO_Anya Coverman_Anya Coverman
  President & CEO,
_Institute for Portfolio Alternatives

8:45 am – 10:30 am

General Sessions

8:45 am – 9:30 am

Session 3: Keynote Presentation With Chip Roame, Founder, Tiburon Strategic Advisors

Join us for a keynote discussion with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors, as he explores the current state of the markets, the economy, and the evolving landscape of investor and financial advisor trends. Drawing from his extensive experience and research advising the top echelons of wealth and investment management, Mr. Roame will provide a comprehensive analysis of key sectors including alternative investments, and both private and public markets. His insights will offer valuable perspectives on strategic initiatives critical for staying ahead in the industry’s fastest-growing areas. This session is an unparalleled opportunity to gain foresight into dynamic market and economic conditions, understand investor demands, and learn strategies to optimize your investment approaches and gain a competitive edge.

_Chip Roame
_Founder, Managing Director,
_Tiburon Strategic Advisors

9:30 am – 10:30 am

Session 4: Journey Through Capital Markets: Fundraising, Performance, and Data Exploration

Dive into the dynamic world of alternative investments in this engaging session featuring three expert-led presentations. Kevin Gannon, Chairman & CEO of Robert A. Stanger & Co., Inc., Mike Kell, Senior Vice President of Education Strategy and Programs at iCapital, and Taylor Garrett, President, Orchard Securities, will each provide a unique perspective on the forces shaping alternative investments in our capital markets today. Attendees will gain a comprehensive understanding of product launches, sector plays, performance metrics, and the latest trends in fundraising. Designed to empower industry leaders and financial professionals, this session will equip you with the knowledge to make informed decisions, leverage emerging opportunities, and refine strategies for optimal performance in a competitive landscape. Discover essential insights and trends crucial for navigating and enhancing your firm’s success.

_Kevin Gannon
_Chairman and CEO,
_Stanger Investment Banking

_Mike Kell
_Senior Vice President, Education Strategy and Programs,
_iCapital

_Taylor Garrett
_President,
_Orchard Securities

10:30 am – 11:00 am

Networking Break

11:00 am – 12:00 pm

Breakout Sessions

Session One: Advancing Toward Mutual Funds for Non-Traded Alternative Investment Products

Join industry leaders for a panel discussion exploring the integration of liquid investment structures with traditionally illiquid assets like non-traded REITs, BDCs, private equity, and more. Experts will evaluate the pros and cons of adopting mutual fund-like operational frameworks, focusing on investment strategies, operational adjustments, and structural considerations that could attract a broader investor base. The session will cover the benefits and challenges of aligning illiquid investments with liquid investment principles, including enhanced investor accessibility, liquidity, and transparency, while considering the impact of technological innovations, communications and regulatory compliance.

_Keith A. Jones | Moderator
_Senior Managing Director,
_Nuveen

_Justin Schwartz
_Executive Director, Product Management Wealth  Management Services,
_AIP | I&RS

Session Two: The Past, Present, and Future of Education: Elevating Alternative Investments in Client Portfolios

Dive into the future of education for alternative investments in this insightful breakout session. This discussion will cover the essential types of education needed to empower advisors and investors, focusing on asset allocation strategies and the integration of alternatives into retail client portfolios. Panelists will explore how institutional managers and investors approach education, data, and research, and how these insights can be leveraged by the private wealth channel. The session will also reflect on the progress made in educating the industry about alternative investments and identify the gaps that still exist. Attendees will gain a comprehensive understanding of the educational advancements required to make illiquid, non-traded alternatives a staple in investment portfolios, fostering meaningful growth and informed decision-making in the alternative investment landscape.

_Bill Duffy | Moderator
_Vice President, Alternative Investments
_Fidelity

_Tony Davidow, CIMA®
_Senior Alternatives Investment Strategist,
_Franklin Templeton Institute

Session Three: Rapid-Fire Insights on Commercial Real Estate, Valuations, and the Markets: Navigating the Alternatives Sector

Join us for an engaging, fast-paced exploration into the current and future landscape of commercial real estate and market valuations. This session features insights from leading economists and valuation specialists, who will discuss emerging trends, significant market shifts, and the overall outlook. Deepen your understanding of strategic positioning within these sectors for investor portfolios and delve into forecasts and trends that could shape future market directions. Explore opportunities and challenges for the overall industry and IPA members. 

_Andrew Korz, CFA
_Executive Director, Investment Research
_FS Investments

12:00 pm – 1:30 pm

Networking Lunch

1:30 pm – 2:30 pm

IPA Vision’s Educational Roundtables

Broker-Dealer Roundtable

IPAVision’s Broker-Dealer Roundtable is a forum bringing together executives from across the broker-dealer community to discuss and explore key industry trends and challenges. This closed-door meeting focuses on the alternative investment landscape, addressing issues broker-dealers face and discussing strategies to stay ahead in the changing market environment. Participants will engage in candid conversations about business, operational, regulatory, and legal aspects, examining effective integration and utilization of alternative investments.

Registered Investment Adviser (RIA) Roundtable

IPAVision’s RIA Roundtable offers a dedicated forum for executives from the RIA community to explore key trends and challenges in the evolving landscape of alternative investments. This closed-door session will address specific issues and questions RIAs face, discussing strategies to navigate the changing market environment. Participants will engage in in-depth conversations about strategic, regulatory, and operational approaches, with a focus on effectively utilizing alternative investments to enhance client portfolios.

Tax Policy Advisory Roundtable

At IPAVision’s Tax Policy Advisory Roundtable, industry experts gather to share crucial updates on the complex and evolving tax policy issues and compliance regimes facing today’s firms. This session will feature deep dive discussions on hot topics, tax challenges, and audit initiatives specific to the alternative investment industry, including the commercial real estate and private credit sectors. Participants will actively engage in addressing the tax and accounting challenges that define the current landscape, and leave attendees equipped with the latest insights and strategies to effectively navigate these complexities.

NASAA/State Policy Roundtable

The IPAVision’s NASAA/State Policy Roundtable provides a dedicated forum for key stakeholders to engage in an informative and interactive session discussing the challenges faced by alternative investment managers and distributors in their interactions with NASAA and state regulators. This roundtable will explore the complexities of navigating state securities regulations and offer updates from NASAA’s recent annual conference, including discussions on the NASAA REIT Guidelines, recent rule-making proposals in various states, and the future of state regulation of alternative investments. Participants will also examine how NASAA’s initiatives are influencing firm decisions on public versus private product design and structure.

_Anya Coverman | Moderator
_President & CEO,
_Institute for Portfolio Alternatives

_Christopher Gerold
_Partner,
_Lowenstein Sandler LLP

_Tom Selman
_President and CEO,
_SCOPUS Financial Group

_Marc Minor
_Senior Counsel,
_Thompson Hines

2:30 pm – 3:00 pm

Networking Break

3:00 pm – 5:15 pm

General Sessions

3:00 pm – 3:30 pm

Session 5: Elections 2024: Economic and Financial Policy Ramifications

Join us for an insightful keynote session, which will delve into the current political and policy landscape, offering perspectives on the upcoming Presidential and Congressional elections and their potential economic ramifications and implications for financial services and capital markets. Gain invaluable insights into how political and legislative risks are managed at the highest levels and what the future might hold for the industry. Don’t miss this opportunity to learn from the foremost experts in government affairs and political risk management.

3:30 pm – 4:15 pm

Session 6: Global Perspectives: Leading International Alternative Asset Managers and Distribution Partners

Join us for a compelling general session panel featuring leading global alternative asset managers and distribution partners. This session will provide an international perspective on the alternative investments landscape, exploring opportunities and challenges across key markets both outside and inside the US. Panelists will share insights on how they navigate US versus non-US distribution channels and their strategies for global growth. The discussion will also delve into jurisdictional considerations outside the US, the role of artificial intelligence, innovative product structures, and operational considerations in shaping the future of the alternatives sector. Gain a comprehensive understanding of the key global stakeholders driving this industry forward and learn from their diverse approaches and experiences.

4:30 pm – 5:15 pm

Session 7: RIA Speaks: Bringing to View the Insights of Unique RIAs, RIA Aggregators, and Family Offices

The IPA is thrilled to present RIA Speaks, an industry event that brings together a diverse group of respected RIAs, RIA aggregators, and family offices. After a highly successful inaugural session at IPAVision 2023, we are excited to host this popular event for the second time at IPAVision 2024. This exclusive gathering offers a rare opportunity to hear directly from key players in this distinctive distribution channel, representing a wide range of firms. During the discussion, you will gain unique insights into the concerns, preferences, and idiosyncrasies of industry-leading RIAs. Panelists will offer firsthand accounts of their approach to advising clients and their perspectives on both mainstream and alternative investment products, including working with retail and institutional clients. Join us for RIA Speaks at IPAVision to expand your knowledge, forge meaningful connections, and stay informed in this rapidly evolving distribution channel.

5:15 – 6:30 pm

Networking Reception

6:30 pm

IPAVision 2024 Dine Arounds

7:30 am

Registration Opens

7:30 am – 8:30 am

Networking Breakfast & Exhibits

8:30 am – 12:45 pm

Due Diligence Symposium (Attendees: Broker-Dealers, RIAs and Presenting Sponsors only)

12:45 pm – 1:45 pm

Due Diligence Symposium Lunch (Attendees: Broker-Dealers, RIAs and Presenting Sponsors only)

2:00 pm

Conference Concludes

REGISTRATION

IPA MEMBERS / NON-MEMBERS

GENERAL SESSIONS / NETWORKING

Regular Registration Fee: $1699

(closes September 20, 2024)

Non-Member Registration Fee: $4,999

REGISTER NOW

On-site Registration Fee: $1999

BROKER-DEALERS / RIAs ONLY

INCLUDES DUE DILIGENCE SYMPOSIUM

Broker-Dealer/RIAs:

Complimentary

REGISTER NOW

Limited to 2 broker-dealers/RIAs per firm. Please see travel policy below. Multiple sponsors will cover the costs of registration, hotel and flight as a bona fide due diligence expense.

HOTEL

Inside the lush 1,100 acres at Evermore Orlando Resort is a captivating retreat. Buffered by a nature preserve, Conrad Orlando offers everything from a tranquil water garden to thrilling aquatic adventures. Explore our eight-acre crystalline lagoon, golf at the acclaimed Links Course, and dine at our five restaurants and lounges. Take the dedicated motor coach to Walt Disney World® Resort, less than three miles away.

Conrad Orlando

Booking Details

$369/night plus tax and fees

Guestroom Reservation block ends Monday, September 9

Hotel InformationBook Now

IPAVision 2024 Sponsors

IPAVision 2024 Due Diligence Sponsors

We are delighted to host the following Due Diligence Sponsors in Orlando this September.

IPAVision 2024 Event Sponsors

CONFERENCE PARTNER
CHAMPION
ADVOCATE
PATRON
SUPPORTER

SPONSOR NOW

Sponsorship Opportunities

The IPA is looking forward to one of its most engaging and interactive conferences of the year. As an IPA event sponsor, your organization will receive maximum visibility and promotion through a variety of marketing materials, member communications, event signage and social coverage.

Don't miss this exclusive opportunity for marketing exposure throughout the event.

APPLICATIONSPONSORSHIP DETAILS

For more information on sponsorships, email Megan Gavin or call (202) 548-7187.

Or  to discuss how an IPA sponsorship can benefit your firm!

ATTENDING FIRMS

Coming Soon…

We expect turnout from some of the leading firms within the alternative investments industry. Check back soon as we announce the latest who’s-who of attendees.

TRAVEL POLICY (Distribution Partner Attendees):

BDs/RIAs are complimentary to attend as well as qualify for complimentary hotel rooming and transportation related expenses up to $500 applicable to air, train or car travel for up to 2 individuals per firm. IPA will cover a maximum of 3 rooming nights based on qualified event attendance per person. You will be notified by IPA Staff if more than 2 representatives has registered from the same firm.

Transportation:
IPA will cover up to $500 in travel costs. Travel should be booked by the individual. IPA will process reimbursements after your attendance has been confirmed after the event.
Note: If traveling by air, travel reimbursement will be based on Main Cabin travel only.

Hotel Rooming Policy: PLEASE DO NOT BOOK YOUR HOTEL DIRECTLY
IPA will be providing the hotel with a rooming list. You do not need to book your own room. Charges will only be incurred for incidentals, additional rooming beyond three days or if you do not show up/cancel your room. Your room must be cancelled 72 hours prior to your arrival date for no charge to be incurred. If you must cancel, please notify Tracey Nilson at tnilson@ipa.com.

** IMPORTANT ** Hotel, airfare, and similar charges are paid for by IPA Sponsor members as part of a qualified due diligence event, based on the understanding that registrants will attend all event sessions and other activities as may be specified. IPA reserves the right to no refund amounts, or a portion thereof, of any registrant who does not adhere to announced attendance requirements. It is the IPA’s expectation that attendees will participate in a majority of the event sessions.

Conference Cancellation and Substitution Policy

No refunds will be issued for cancellations received after Monday, September 9, 2024. All substitutions must be approved by IPA. Registrations may not be transferred to other IPA events.